SUMMITS VIEW

EIN: 833205920 501(c)(3)

WALNUT, MS

Total Revenue
$97,147
Total Expenses
$36,006
Total Assets
$61,141
Net Assets
$61,141
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
MS
Principal Officer
PAUL DAVID LOVELY
Phone
9378306495
Tax Period
2019-01-01 to 2019-12-31

SUMMITS VIEW, founded in 2019, is a micro nonprofit that reported $97K in total revenue in fiscal year 2019. The organization ran a surplus of $61K, a strong 63% operating margin.

Mission

PROVIDING SAFE, SUPERVISED, RESIDENTIAL SERVICES AND EDUCATIONAL ASSISTANCE TO AT RISK YOUTH.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $66,873
Program Service Revenue $30,274
Investment Income $0
Other Revenue $0
TOTAL REVENUE $97,147

Expense Breakdown

Grants Paid $33,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $36,006
Other Expenses $3,006
TOTAL EXPENSES $36,006

Year-over-Year Comparison

2019 2018 Change
Revenue $97,147 N/A N/A
Expenses $36,006 N/A N/A
Net Income $61,141 N/A N/A
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRIAN DAULTON PRESIDENT 2.00
Officer
$0 $0 $0
BRIAN SMITH TREASURER 2.00
Officer
$0 $0 $0
PAUL DAVID LOVELY DIRECTOR 2.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2019 $97,147 $36,006 $61,141 $61,141
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